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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $354 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPNAY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,563 | $52,467-62.7% | $57,196-65.8% | $55,167-64.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.58% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $487 | $2,477-80.3% | $2,683-81.8% | $1,963-75.2% |
| Participant deferral / active EE | $744 | $2,830-73.7% | $3,096-76.0% | $3,054-75.6% |
| Admin fee / account holder | $2 | $269-99.1% | $3,141-99.9% | $504-99.5% |